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Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in
The previews are not generated as before (solved).
Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank
Zoho Account MFA Modes
I have a Zoho Account and when I log into my account and go to Profile - Multi-factor Authentication - MFA Modes, it shows a message MFA ENFORCED BY ADMIN in Green colour at top right side of the screen. As far as I know, I am the admin of the account
Help with "Record Not Found"
"Record Not Found" is not necessarily an error message, but a situation I want to prevent from disabling my Deluge script, and allowing it to finish with some alternative output. In it, The code is in a CRM custom function, and I'm searching for a record in the "Products" module of the CRM. productSearchCriteria="(Product Name|=|" + ws1 + ")"; productSearchResults = zoho.crm.searchRecords("Products",productSearchCriteria); This 2 line approach is necessary because "ws1" is a variable. The problem
Error creating an XML file
I am creating an xml as string in the function Employee.generatePartA_XML_String, and then I want to save it as a file to the field "Part_A_XML", but I get the response: {"code":3700,"message":"Unable to upload a file. Please check and try again."} How
Why are my hidden columns still showing up for the client user in Zoho Projects?
I created and organized my project template to only show the columns we are using. When I shared the project with my client user, all of the default columns that we are not using showed back up on their task page. Is there a way to prevent a client user
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
Can You Check To See if People Opened Emails?
Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access to that and have it automated so you knew when they looked at it, etc.
Understanding Goals
How do I set A/B Test goals to trigger and add to conversion when someone visits a specific page? Example: User visits: domain/landing-age … and then goes to domain/subscribed (trigger conversion) … and then goes to domain/store (trigger conversion) …
Zia & Zoho Recruit: A Recruiter's Dream Team!
Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matches. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the perfect match” for your job openings as she can match their experiences, skills and proficiencies with the job’s requirements and grade them accordingly. Assume you have 100 candidate records and five active job openings that all 100 candidates are eligible for
Migration Wizard not available - trouble importing opening balances from Wave
Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances.
Manage different delegated expense accounts from mobile app
Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From the
Zoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
Error 550, no such user here
Hey guys My web developer has recently updated my website DNS records, and since then I am getting that error daily "like 20 to 25 times a day" what can I do to rectify this plz?
Dynamic integration of ZOHO CRM Data into ZOHO SHOW
Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields
changing cell background color in table!
Hi How can i change the cell background in table? regards sh.z
zoho.com account was automatically added to the zoho.com Azure Entra ID user directory
Update: It appears this happened in late 2017. I tried to find another way to communicate what is a pretty significant issue. I discovered that there exists a zoho.com Azure Entra ID tenant. If I try to use my zoho.com account in my organization's Microsoft
Collecting lead through zobot and posting it to zoho crm
We have integrated whatsapp with zoho salesiq. So when a person chats in our official whatsapp number that chat will be handled in salesiq platform. But we also get potential leads through this chat, but not all chats are leads. To address the issue we
Calculate End Date based on several fields and factors
Hi all, I was wondering if it is possible to achieve this thing with Formula Field or Function: We have several fields that needs to be taken in consideration when calculating End Date. Relevant fields are: Meal Start Date (Date Field) Meal End Date -
Searching within Workdrive in Entity pages
Hi I have a great idea. It would be great if the Workdrive section of the Account, Contact, Deal etc pages had a Search box next to the title so that one could easily filter the files. We're finding that some of our Accounts/Deals end up with lots of
GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments
Zoho Creator Upcoming Updates - October 2024
Hello all! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Now, let's dive into the updates for this month: Widget JS
MX records are correct, however MX verification fails
Our MX records are configured correctly, however the MX verification step fails. Please see the attached screenshot. The domain is framer.ly We know the configuration is correct because we have been using Zoho for a number of years, however we accidentally
IMAP not syncing
Since yesterday (at least that's when I first noticed it) my IMAP clients on my MacBook and iPhone aren't syncing properly with Zoho. Looking on webmail I see messages from today that are just not appearing in my mail client on my devices. It just seems
Thunderbird no longer receiving emails
Since 8.15 am yesterday. Three machines all running Thunderbird. Three different ISP's. Emails in inbox are no longer downloading (sporadically they do then stop again). I can send but messages do not appear in the sent folder. Webmail working OK. Android
Creator Simplified #8: Calculate business hours between date-time fields in Zoho Creator
Hey Creators!It's time to learn something new and simplify your app development journey with Zoho Creator. Requirement Calculate business hours between two chosen date-time inputs. Sample Use-case In a Project Tracker application, the team lead selects
Video streaming on Zoho Creator
I used the video upload field in my form for my public users. Upon recording and uploading their video, I am able to view the videos in my apps. The issue I am currently facing is that the playback of the video is very slow. Every few secs, the playback video would pause and a circular image would appear suggesting that the video is still being downloaded. My video file is only 1 min long and is about 20MB. My connection to the internet at the point of testing is around 32Mbps (download speed).
Webinar - Holiday Marketing Hacks | Zoho LandingPage
As the holiday season approaches, it’s the perfect time to refine your marketing strategies and prepare for the influx of shoppers looking for the best deals and offers. To help you navigate this bustling time of year, we’re hosting a special webinar
Lay-out rules without a blueprint
Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'
Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Money Lending Operation - Simple CRM with Action calls
Please check the attached PDF. Please provide a timeframe, proposal and rough sketch on what you can do. You're welcome to remote into our PC to get a look at the current CRM structure and see what needs to be done. Thanks! Budget : TBD | Duration : One week To leave a private message, please click the link for private response in post Action section. Download Attachments
Not able to add custom fields data in zoho books contacts with deluge script
Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));
Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.
How to refund for multiple Credit Notes to a Customer.
I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
One form, two modules
I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks
Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
Zoho Inventory making changes to previous Fiscal Year Trial Balance
I'm running into an issue with Zoho Inventory syncing to QuickBooks and making edits now to journal entries made in our previous fiscal year. Fiscal Year End reporting has been completed, but our balances keep changing. If we make purchases or credits/returns
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